Fidelity

FMR

Annualized+23.88%
Alpha+10.56%
Total Return+1496.49%
Start Date2013-09-25
Years Tracked12y 11m 16d
Top HoldingsTop 5
Max Drawdown42.00%
Recovery Period1y 11d
Sharpe Ratio1.03
Composite RankRank #4Full Ranking
SEC 13F

Simulated from public holdings data by tracking each institution's top five holdings each quarter. For reference only, not investment advice.

Performance

Annual Returns

Latest Holdings

Latest Period2026-Q2Filing Date2026-08-13